AccountEdge

What AccountEdge Connect is, who it's for, and how it works alongside AccountEdge on your desktop.

What is AccountEdge Connect?

How to sign up, link your company file, and start syncing with AccountEdge Connect.

Getting Started With AccountEdge Connect

How to set up Web Pay and Direct Pay so your customers can pay invoices online.

Set Up Web Pay & Direct Pay - Allow Customers to Pay Online

How to configure your email sender name, reply-to address, signature, and default text in Connect.

AccountEdge Connect Email Settings

How tax codes work in AccountEdge Connect and how they sync from your desktop file.

AccountEdge Connect Tax Codes

How to create and activate user accounts so others can enter data in Connect.

Set Up a New User Account in Connect

How to set the contact details your customers see on Web Pay pages.

Setting Up Your Web Pay Contact Information

How to update your payment method for AccountEdge Connect — for both active and suspended subscriptions.

Updating Your Credit Card for AccountEdge Connect

Set up AccountEdge Connect, configure email, tax codes, Web Pay, and add users.

Getting Started

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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